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Ability to Draft an Annotated Self-Settled Special Needs Trust Added to ElderDocx

By Jill Roamer, J.D., CIPP/US October 6, 2021

ElderDocx® has always had the ability to draft a Self-Settled Special Needs Trust, but with our..

CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs

By Jill Roamer, J.D., CIPP/US October 1, 2021

October marks the beginning of National Special Needs Law Month! Let’s start celebrating with..

SSI Recipients Lose Benefits Due to Error

By Jill Roamer, J.D., CIPP/US July 9, 2021

SSI benefits are means based. Meaning, there are strict financial criteria that must be met to..

Blind Woman Wins Judgment Against Uber

By Jill Roamer, J.D., CIPP/US April 21, 2021

Ms. Irving, a blind woman, lives in San Francisco. In 2018, she filed a Complaint against..

SSDI Waiting Period Eliminated for Individuals with ALS

By Jill Roamer, J.D., CIPP/US February 23, 2021

Social Security Disability Insurance (SSDI) is a program that is overseen by the Social Security..

Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older

By Jill Roamer, J.D., CIPP/US February 3, 2021

Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain..

National Special Needs Law Month:  New Rules for ABLE Accounts

By Jill Roamer, J.D., CIPP/US October 26, 2020

With National Special Needs Law Month coming to a close, let’s take a look at recent final..

National Special Needs Law Month–Does Your Client Have the Right to Vote?

By Jill Roamer, J.D., CIPP/US October 2, 2020

The election is right around the corner and the country is deep in the throes of political..

The Secure Supplemental Needs Trust Now Available

By Jill Roamer, J.D., CIPP/US August 10, 2020

A new trust is available in ElderDocx®. The EC Secure Supplemental Needs Trust™ (SNT) is a trust..

SECURE Act Changes Now in ElderDocx

By Jill Roamer, J.D., CIPP/US February 19, 2020

Great news! In response to the SECURE Act, the provisions of ElderDocx have been updated. The..

Special Needs Trusts 101: The Basics

Trusts are certainly not the most perspicuous of legal inventions, but they can be a critical..

Service Animals & Airlines: New Guidance Issued by DOT

By Jill Roamer, J.D., CIPP/US November 20, 2019

There has been a lot of heated debate on the topic of traveling with emotional support animals..

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